Filed July 25, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,879 | $71,050+68.7% | $93,606+28.1% | $80,856+48.3% |
| Participation rate | 49.3% | 60.4%-11.1pp | 68.7%-19.4pp | 67.6%-18.3pp |
| Annual return | 15.44% | 11.26%+4.2pp | 133.20%-117.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $669 | $1,564-57.2% | $2,420-72.4% | $2,755-75.7% |
| Participant deferral / active EE | $2,746 | $4,034-31.9% | $4,411-37.7% | $4,296-36.1% |
| Admin fee / account holder | $4,324 | $6,945-37.7% | $8,285-47.8% | $6,918-37.5% |